AppLovin Corp. Class AAPP

13F holders, Q3 2024 (September 30)
704holders +97
158new positions
66sold out
11famous investors
$131.07avg. 13F price*

At the end of Q3 2024, 704 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 97 from Q2 2024. 158 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.9B) and WCM Investment Management, LLC ($1.4B). 11 famous investors held it, including Pat Dorsey (9.8% of Dorsey Asset Management's portfolio), Alex Sacerdote (5.4% of Whale Rock Capital Management's portfolio) and Stephen Mandel (2.3% of Lone Pine Capital's portfolio).

Company
AppLovin Corp. Class A
Sector
Technology
CUSIP
03831W108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 511Q1 2024Q2 2024: 607Q2 2024Q3 2024: 704Q3 2024Q4 2024: 993Q4 2024Q1 2025: 1,018Q1 2025Q2 2025: 1,202Q2 2025Q3 2025: 1,453Q3 2025Q4 2025: 1,594Q4 2025Q1 2026: 1,394Q1 2026Q2 2026: 1,463Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions158$463.3M
Exits66$807.0M

All 13F filers, Q2 2024 → Q3 2024: 37,006,527 shares bought and 32,204,834 shares sold, net +4,801,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 704 holders

Vanguard Group Inc. 0.05% Add +21.8% 23,259,800 $3.0B
BlackRock, Inc. 0.04% — 14,414,203 $1.9B
WCM Investment Management, LLC 3.13% Add +10.5% 10,820,409 $1.4B
GQG Partners LLC 1.97% Reduce -27.7% 9,604,336 $1.3B
FMR LLC 0.06% Add +622.8% 7,893,237 $1.0B
State Street Corp. 0.03% Add +8.6% 5,388,023 $703.4M
T. Rowe Price Associates Inc. 0.08% Add +314.1% 5,222,043 $681.7M
Bank of America Corp. 0.05% Add +14.3% 4,619,862 $603.1M
Geode Capital Management, LLC 0.04% Add +12.8% 3,946,135 $514.4M
Spruce House Investment Management LLC 23.04% No change 3,600,000 $470.0M
Fred Alger Management, LLC 2.24% Add +1.3% 3,539,467 $462.1M
Jericho Capital Asset Management L.P. 10.49% No change 3,331,792 $435.0M
Goldman Sachs Group Inc. 0.08% Add +91.4% 3,188,624 $416.3M
Whale Rock Capital Management 5.43% Reduce -7.6% 2,965,513 $387.1M
JPMorgan Chase & Co. 0.03% Add +135.5% 2,961,324 $386.6M
Kensico Capital Management Corp. 8.85% Add +21.4% 2,551,000 $333.0M
Lone Pine Capital 2.31% Reduce -58.4% 2,369,866 $309.4M
Morgan Stanley 0.02% Reduce -4.0% 2,365,474 $308.8M
Janus Henderson Group PLC 0.16% Add +31.3% 2,350,802 $306.9M
Norges Bank 0.04% Reduce -3.7% 2,282,417 $298.0M
Coatue Management 0.97% Reduce -12.9% 1,993,596 $260.3M
1832 Asset Management L.P. 0.41% Add +25.6% 1,879,140 $245.3M
Invesco Ltd. 0.05% Add +84.4% 1,796,916 $234.6M
Dimensional Fund Advisors LP 0.05% Add +14.9% 1,716,724 $224.1M
Northern Trust Corp. 0.03% Add +23.4% 1,557,896 $203.4M
Sapient Capital LLC 4.07% Reduce -47.2% 1,552,580 $202.7M
Two Sigma Investments, LP 0.45% Reduce -42.0% 1,466,845 $191.5M
Two Sigma Advisers, LP 0.45% Reduce -56.3% 1,466,014 $191.4M
Lord, Abbett & Co. LLC 0.57% Reduce -9.8% 1,350,399 $176.3M
Panview Asian Equity Master Fund 37.19% Reduce -17.0% 1,224,000 $159.8M
First Trust Advisors LP 0.15% Reduce -9.7% 1,198,259 $156.4M
Eagle Asset Management Inc. 0.77% Add +2200.4% 523,149 $151.7M
Franklin Resources Inc. 0.04% Add +37.0% 996,996 $144.9M
Legal & General Group Plc 0.04% Add +113.7% 1,052,787 $137.4M
Raymond James & Associates 0.08% Reduce -4.2% 1,038,139 $135.5M
Bank of New York Mellon Corp 0.02% Add +4.0% 1,002,161 $130.8M
American Century Companies Inc. 0.08% Add +330.4% 1,000,278 $130.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +31.8% 982,038 $128.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -28.3% 950,940 $124.1M
Alliancebernstein L.P. 0.04% Add +706.4% 928,074 $121.2M
Federated Hermes, Inc. 0.27% Add +16.4% 924,118 $120.6M
Clearbridge Investments, LLC 0.09% Reduce -0.8% 886,490 $115.7M
Spyglass Capital Management LLC 7.01% Reduce -21.9% 818,109 $106.8M
Greenstone Partners & Co., LLC 36.30% No change 796,837 $104.0M
Susquehanna International Group, LLP 0.18% Add +252.4% 786,928 $102.7M
Nuveen Asset Management, LLC 0.03% Add +2.4% 784,856 $102.5M
Ameriprise Financial Inc. 0.03% Add +55.2% 762,950 $99.6M
Schroder Investment Management Group 0.10% Add +4.0% 766,253 $97.9M
No Street GP LP 7.40% Reduce -13.5% 735,000 $96.0M
KBC Group NV 0.29% Add +35.1% 728,016 $95.0M
Millennium Management 0.08% Add +42.9% 710,408 $92.7M
Envestnet Asset Management Inc. 0.03% Add +28.9% 708,276 $92.5M
Dorsey Asset Management 9.83% New 698,796 $91.2M
Perpetual Ltd 0.94% Reduce -12.0% 661,680 $86.4M
D. E. Shaw & Co. 0.12% Add +1273.6% 639,383 $83.5M
Qube Research & Technologies Ltd 0.15% Reduce -49.7% 628,094 $82.0M
Swiss National Bank 0.05% Add +13.9% 606,290 $79.2M
Keenan Capital, LLC 16.25% Reduce -25.9% 562,290 $73.4M
Voya Investment Management LLC 0.08% Add +314.2% 539,310 $70.4M
Sei Investments Co. 0.09% Add +4.0% 536,563 $70.0M
Arrowstreet Capital, Limited Partnership 0.06% Add +60.2% 519,263 $67.8M
National Pension Service 0.06% Add +45.5% 506,167 $66.1M
Van Eck Associates Corp. 0.08% Reduce -10.9% 412,431 $65.7M
NetEase, Inc. 84.44% Reduce -74.3% 500,000 $65.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +37.0% 498,534 $65.1M
Caisse de depot et placement du Quebec 0.13% Add +3.0% 487,376 $63.6M
California Public Employees Retirement System 0.04% Add +0.6% 482,621 $63.0M
Robertson Stephens Wealth Management, LLC 2.28% Reduce -11.9% 473,268 $61.8M
O'shaughnessy Asset Management, LLC 0.52% Add +66.4% 401,318 $58.3M
AQR Capital Management 0.08% Add +77.5% 447,137 $57.8M
Polar Capital Holdings Plc 0.27% New 424,353 $55.4M
UBS Group AG 0.02% Reduce -32.1% 421,594 $55.0M
Rhumbline Advisers 0.05% Add +26.9% 416,038 $54.3M
Amundi 0.02% Reduce -39.5% 361,227 $51.8M
Smith Group Asset Management, LLC 4.21% Add +1.5% 388,446 $50.7M
Steadview Capital Management LLC 15.56% Add +18.7% 387,000 $50.5M
Victory Capital Management Inc. 0.05% Add +45.5% 374,892 $48.9M
Augustine Asset Management Inc. 15.74% Reduce -7.3% 345,304 $45.1M
Citigroup Inc. 0.04% Add +23.3% 335,255 $43.8M
Russell Investments Group, Ltd. 0.06% Reduce -12.9% 333,164 $43.5M
MGB Wealth Management, LLC 15.82% Reduce -4.9% 331,924 $43.3M
California State Teachers Retirement System 0.05% Add +9.3% 323,724 $42.3M
Barclays PLC 0.02% Add +92.5% 318,992 $41.6M
Scout Investments, Inc. 1.08% Reduce -35.7% 279,672 $41.1M
Renaissance Group LLC 1.66% New 308,085 $40.2M
Andra AP-fonden 0.59% New 305,700 $39.9M
Kinetic Partners Management, LP 2.53% New 279,254 $36.5M
Braun Stacey Associates Inc. 1.38% Add +4.2% 277,501 $36.2M
Deutsche Bank AG 0.01% Add +14.0% 277,046 $36.2M
Royal Bank of Canada 0.01% Add +17.9% 267,940 $35.0M
Robeco Institutional Asset Management B.V. 0.07% Add +64.3% 266,071 $34.7M
Bridgewater Associates 0.20% Add +337.9% 265,590 $34.7M
Neuberger Berman Group LLC 0.03% Reduce -37.5% 256,304 $33.5M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -0.3% 252,278 $32.9M
Wells Fargo & Company 0.01% Add +119.7% 250,824 $32.7M
3G Capital Partners LP 11.01% Add +6.4% 250,000 $32.6M
Discovery Capital Management, LLC / CT 3.97% Add +5.5% 243,200 $31.7M
Annex Advisory Services, LLC 1.01% Add +21.0% 242,219 $31.6M
Korea Investment CORP 0.07% Reduce -25.0% 241,637 $31.5M
Voloridge Investment Management, LLC 0.11% Reduce -60.1% 236,624 $30.9M

"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.

Show all 704 holders